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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed Aug 16, 2024. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
1,265
+106 vs. Q4 2021
Portfolio value
$2.35B
−$59.2M (−2.5%) vs. Q4 2021
Filed
Aug 16, 2024
SEC
Holdings of TD Private Client Wealth LLC in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
VMEOVimeo, Inc.COMMON STOCK1$12<0.1%−40−97.6%ReducedHistory
ONLOrion Properties Inc.REIT7$98<0.1%−22−75.9%ReducedHistory
ATRAptargroup, Inc.Stock2$235<0.1%00.0%UnchangedHistory
DLBDolby Laboratories, Inc.COM CL A3$235<0.1%00.0%UnchangedHistory
PAHCPhibro Animal Health CorpCL A COM12$239<0.1%00.0%UnchangedHistory
TWOU2U, LLCCOM20$266<0.1%−84−80.8%ReducedHistory
GRABGrab Holdings LtdCLASS A ORD79$277<0.1%+79NewHistory
FHBFirst Hawaiian, Inc.COM10$279<0.1%00.0%UnchangedHistory
CWCurtiss Wright CorpStock2$300<0.1%−6−75.0%ReducedHistory
ARGXArgenx SESPONSORED ADR1$315<0.1%+1NewHistory
TELFYTelefonica S ASPONSORED ADR67$322<0.1%−3−4.3%ReducedHistory
XRXXerox Holdings CorpCOM NEW16$323<0.1%00.0%UnchangedHistory
RHRHCOM1$326<0.1%00.0%UnchangedHistory
Cyberark Software LtdM2682V108SHS2$338<0.1%+2New–
NMRNomura Holdings IncSPONSORED ADR84$354<0.1%00.0%UnchangedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS38$357<0.1%00.0%UnchangedHistory
ROKURoku, IncCOM CL A3$376<0.1%−10−76.9%ReducedHistory
RKTRocket Companies, Inc.Stock34$378<0.1%+34NewHistory
CNACna Financial CorpCOM8$389<0.1%00.0%UnchangedHistory
GHGuardant Health, Inc.COM6$397<0.1%+6NewHistory
DKSDick's Sporting Goods, Inc.Stock4$400<0.1%00.0%UnchangedHistory
FSLRFirst Solar, Inc.Stock5$419<0.1%00.0%UnchangedHistory
WLYJohn Wiley & Sons, Inc.CL A8$424<0.1%00.0%UnchangedHistory
WTFCWintrust Financial CorpCOM5$465<0.1%−137−96.5%ReducedHistory
FTITechnipFMC plcCOM61$473<0.1%−114−65.1%ReducedHistory
SIXSix Flags Entertainment CorpCOM11$479<0.1%00.0%UnchangedHistory
FUTUFutu Holdings LtdSPON ADS CL A15$488<0.1%+9+150.0%AddedHistory
MLABMesa Laboratories IncCOM2$510<0.1%00.0%UnchangedHistory
NCNOnCino, Inc.COM13$533<0.1%+13NewHistory
CGNXCognex CorpCOM7$540<0.1%−1,175−99.4%ReducedHistory
VISNVistance Networks, Inc.COM72$567<0.1%+72NewHistory
MLCOMelco Resorts & Entertainment LTDADR75$573<0.1%+75NewHistory
DVDoubleVerify Holdings, Inc.COM23$579<0.1%+23NewHistory
ARWArrow Electronics, Inc.COM5$593<0.1%00.0%UnchangedHistory
IHGIntercontinental Hotels Group PLCSPONSORED ADS9$619<0.1%00.0%UnchangedHistory
AGMFederal Agricultural Mortgage CorpCL C6$651<0.1%00.0%UnchangedHistory
ENREnergizer Holdings, Inc.COM22$677<0.1%00.0%UnchangedHistory
LZLegalzoom.com, Inc.COM48$679<0.1%+48NewHistory
WASHWashington Trust Bancorp IncCOM13$683<0.1%00.0%UnchangedHistory
CUZCousins Properties IncCOM NEW17$685<0.1%−26−60.5%ReducedHistory
PZZAPapa Johns International IncStock7$737<0.1%00.0%UnchangedHistory
PCORProcore Technologies, Inc.COM13$753<0.1%+13NewHistory
SPOTSpotify Technology S.A.Stock5$755<0.1%+2+66.7%AddedHistory
RGAReinsurance Group of America IncCOM NEW7$766<0.1%00.0%UnchangedHistory
SPRSpirit AeroSystems Holdings, Inc.COM CL A16$782<0.1%00.0%UnchangedHistory
AMHAmerican Homes 4 RentCL A21$841<0.1%+21NewHistory
NPOEnpro Inc.COM9$880<0.1%00.0%UnchangedHistory
WEXWEX Inc.COM5$892<0.1%00.0%UnchangedHistory
SKXSkechers USA IncCL A22$897<0.1%+22NewHistory
PTONPeloton Interactive, Inc.CL A COM34$898<0.1%−29−46.0%ReducedHistory
UGIUgi CorpStock25$906<0.1%00.0%UnchangedHistory
LSCCLattice Semiconductor CorpCOM16$975<0.1%00.0%UnchangedHistory
KRNTKornit Digital Ltd.SHS12$992<0.1%−1,389−99.1%ReducedHistory
ASIXAdvanSix Inc.COM20$1.02K<0.1%00.0%UnchangedHistory
BWXTBWX Technologies, Inc.COM19$1.02K<0.1%00.0%UnchangedHistory
GTGoodyear Tire & Rubber CoCOM73$1.04K<0.1%00.0%UnchangedHistory
RTORentokil Initial PLCSPONSORED ADR31$1.06K<0.1%00.0%UnchangedHistory
NKTRNektar TherapeuticsCOM202$1.09K<0.1%+202NewHistory
PCGPG&E CorpStock92$1.10K<0.1%+8+9.5%AddedHistory
IXOrix CorpSPONSORED ADR11$1.10K<0.1%−50−82.0%ReducedHistory
NFENew Fortress Energy Inc.COM CL A26$1.11K<0.1%+26NewHistory
VYXNCR Voyix CorpCOM28$1.13K<0.1%−15−34.9%ReducedHistory
FLFoot Locker, Inc.COM38$1.13K<0.1%+38NewHistory
WIXWix.com Ltd.SHS11$1.15K<0.1%00.0%UnchangedHistory
HLNEHamilton Lane INCCL A15$1.16K<0.1%00.0%UnchangedHistory
OPTUOptimum Communications, Inc.CL A97$1.21K<0.1%+62+177.1%AddedHistory
WLKWestlake CorpCOM10$1.23K<0.1%00.0%UnchangedHistory
NEOGNeogen CorpCOM40$1.23K<0.1%−2,508−98.4%ReducedHistory
SLVMSylvamo CorpCOMMON STOCK38$1.26K<0.1%−15−28.3%ReducedHistory
KRGKite Realty Group TrustCOM NEW56$1.27K<0.1%00.0%UnchangedHistory
MORNMorningstar, Inc.COM5$1.37K<0.1%+5NewHistory
EPREpr PropertiesCOM SH BEN INT25$1.37K<0.1%00.0%UnchangedHistory
MATMattel IncCOM63$1.40K<0.1%00.0%UnchangedHistory
TSTenaris SASPONSORED ADS47$1.41K<0.1%00.0%UnchangedHistory
AAAlcoa CorpStock16$1.44K<0.1%00.0%UnchangedHistory
Paramount Global92556H107CL A36$1.46K<0.1%00.0%Unchanged–
KNXKnight-Swift Transportation Holdings Inc.CL A29$1.46K<0.1%00.0%UnchangedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM9$1.47K<0.1%−6−40.0%ReducedHistory
TKRTimken CoCOM25$1.52K<0.1%00.0%UnchangedHistory
FTDRFrontdoor, Inc.COM51$1.52K<0.1%+51NewHistory
BUDAnheuser-Busch InBev SA/NVADR26$1.56K<0.1%00.0%UnchangedHistory
CBTCabot CorpCOM23$1.57K<0.1%00.0%UnchangedHistory
STLAStellantis N.V.SHS96$1.58K<0.1%+50+108.7%AddedHistory
BRXBrixmor Property Group Inc.COM62$1.60K<0.1%00.0%UnchangedHistory
ARESAres Management CorpCL A COM STK20$1.63K<0.1%+20NewHistory
WDSWoodside Energy Group LtdADR68$1.63K<0.1%00.0%UnchangedHistory
MSAMSA Safety IncCOM13$1.73K<0.1%00.0%UnchangedHistory
FHNFirst Horizon CorpCOM75$1.76K<0.1%00.0%UnchangedHistory
NOKNokia CorpSPONSORED ADR323$1.76K<0.1%−76−19.0%ReducedHistory
KNSLKinsale Capital Group, Inc.Stock8$1.82K<0.1%+6+300.0%AddedHistory
OGEOGE Energy Corp.COM45$1.83K<0.1%00.0%UnchangedHistory
AZEKAZEK Co Inc.CL A76$1.89K<0.1%00.0%UnchangedHistory
ADCAgree Realty CorpCOM29$1.92K<0.1%00.0%UnchangedHistory
AGNCAGNC Investment Corp.REIT148$1.94K<0.1%00.0%UnchangedHistory
INGING Groep NVSPONSORED ADR188$1.96K<0.1%−2,027−91.5%ReducedHistory
LCIILci IndustriesCOM19$1.97K<0.1%00.0%UnchangedHistory
SEICSEI Investments CoCOM33$1.99K<0.1%00.0%UnchangedHistory
MPTMedical Properties Trust IncCOM95$2.01K<0.1%+50+111.1%AddedHistory
ALEAllete IncCOM NEW31$2.08K<0.1%00.0%UnchangedHistory
SFBSServisFirst Bancshares, Inc.COM22$2.10K<0.1%−14−38.9%ReducedHistory

Sold out since Q4 2021 (76)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of TD Private Client Wealth LLC sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
iShares Tr464289867CORE 60 BALA ETF10,119$577.6K<0.1%–
New York Life Investments Et45409B107HEDGE MULTI STRA15,730$500.1K<0.1%–
SPDR Series Trust78464A516ST INTL BBG ETF13,270$375.1K<0.1%–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD14,226$200.0K<0.1%–
PCTYPaylocity Holding CorpCOM754$178.1K<0.1%History
WPPWPP plcADR2,218$167.6K<0.1%History
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD35,593$133.5K<0.1%History
ALRMAlarm.com Holdings, Inc.COM1,527$129.5K<0.1%History
PEGAPegasystems IncCOM1,112$124.3K<0.1%History
New York Life Investments Et45409B800MERGE ARBIT ETF3,557$114.7K<0.1%–
INFYInfosys LtdSPONSORED ADR3,151$79.8K<0.1%History
WITWipro LtdSPON ADR 1 SH8,151$79.6K<0.1%History
COINCoinbase Global, Inc.COM CL A315$79.5K<0.1%History
KIDSOrthopediatrics CorpCOM1,288$77.1K<0.1%History
GDYNGrid Dynamics Holdings, Inc.CL A1,921$72.9K<0.1%History
iShares MSCI Acwi Ex U.S. ETF464288240ETF1,252$69.6K<0.1%–
GSMFerroglobe PLCSHS7,500$46.6K<0.1%History
First Tr Exchange-Traded FD33739G103MNGD FUTRS STRGY949$43.1K<0.1%–
iShares Tr464288117INTL TREA BD ETF838$42.1K<0.1%–
iShares Tr464288257MSCI ACWI ETF282$29.8K<0.1%–
Invesco Exchange Traded FD T46137V399S&P500 BUY WRT879$20.3K<0.1%–
WCCWesco International IncCOM145$19.1K<0.1%History
NUNu Holdings Ltd.ORD SHS CL A1,919$18.0K<0.1%History
CIGEnergy Co of Minas GeraisSP ADR N-V PFD6,894$16.8K<0.1%History
DAVAEndava plcADS94$15.8K<0.1%History
WBSWebster Financial CorpCOM159$8.88K<0.1%History
CGNTCognyte Software Ltd.ORD SHS495$7.76K<0.1%History
LYGLloyds Banking Group plcSPONSORED ADR776$1.98K<0.1%History
BNTXBioNTech SESPONSORED ADS7$1.80K<0.1%History
SMARSmartsheet IncCOM CL A18$1.39K<0.1%History
ESTCElastic N.V.ORD SHS9$1.11K<0.1%History
FLOFlowers Foods IncCOM40$1.10K<0.1%History
CHHChoice Hotels International IncCOM7$1.09K<0.1%History
SIRISirius XM Holdings Inc.COM162$1.03K<0.1%History
GOGrocery Outlet Holding Corp.COM35$990<0.1%History
ZGZillow Group, Inc.CL A15$933<0.1%History
CVNACarvana Co.CL A4$927<0.1%History
STNEStoneCo Ltd.COM55$927<0.1%History
MASIMasimo CorpCOM3$878<0.1%History
VACMarriott Vacations Worldwide CorpCOM5$845<0.1%History
CHGGChegg, IncCOM27$829<0.1%History
CGCarlyle Group Inc.COM15$824<0.1%History
AMGAffiliated Managers Group, Inc.Stock5$823<0.1%History
ONCBeOne Medicines Ltd.ADR3$813<0.1%History
JHGJanus Henderson Group Ltd.ORD SHS19$797<0.1%History
TNDMTandem Diabetes Care IncCOM NEW5$753<0.1%History
YETIYETI Holdings, Inc.COM9$745<0.1%History
JRVRJames River Group Holdings, Inc.COM25$720<0.1%History
OPENOpendoor Technologies Inc.COM48$701<0.1%History
IOVAIovance Biotherapeutics, Inc.COM35$668<0.1%History
NTRANatera, Inc.COM7$654<0.1%History
ADPTAdaptive Biotechnologies CorpCOM23$645<0.1%History
FOURShift4 Payments, Inc.CL A11$637<0.1%History
PLNTPlanet Fitness, Inc.CL A7$634<0.1%History
OLNOLIN CorpStock11$633<0.1%History
CLFCleveland-Cliffs Inc.COM29$631<0.1%History
SRPTSarepta Therapeutics, Inc.COM7$630<0.1%History
NYTNew York Times CoCL A13$628<0.1%History
TRIPTripAdvisor, Inc.COM23$627<0.1%History
ALSumisho Air Lease CorpCL A14$619<0.1%History
OLLIOllie's Bargain Outlet Holdings, Inc.Stock12$614<0.1%History
AIC3.ai, Inc.Stock19$594<0.1%History
PEverpure, Inc.CL A18$586<0.1%History
NTNXNutanix, Inc.Stock18$573<0.1%History
FRPTFreshpet, Inc.Stock6$572<0.1%History
LMNDLemonade, Inc.Stock13$547<0.1%History
QVCGAOld QVC Group, Inc.COM SER A72$547<0.1%History
SHLSShoals Technologies Group, Inc.CL A22$535<0.1%History
CHPTChargePoint Holdings, Inc.COM CL A27$514<0.1%History
QSQuantumScape CorpCOM CL A23$510<0.1%History
DBDeutsche Bank AktiengesellschaftNAMEN AKT40$500<0.1%History
SKMSK Telecom Co LtdSPONSORED ADR18$480<0.1%History
UPSTUpstart Holdings, Inc.COM3$454<0.1%History
NVAXNovavax IncCOM NEW3$429<0.1%History
EVBGEverbridge, Inc.COM5$337<0.1%History
AIVApartment Investment & Management CoCL A6$46<0.1%History